Dynasty is a leading provider of wealth management and technology platforms for select independent financial advisory firms.

We create access to some of the best-in-class resources and capabilities through an open architecture platform, enabling our advisors to address their clients’ goals in an objective manner. We power our advisors to gain efficiency, scale their operations, and grow their businesses – so they can be more focused on the specialized needs of their clients.

The Independence Edge

The Value of Working with a Dynasty Independent Advisor

When you’re not working with a Dynasty independent advisor...

You’re completely dependent on one institution – and you have to adapt to its procedures.

Your banker or broker is an employee of the institution they represent – how can they be objective?

Bankers and brokers work on “Cross-Sell” type platforms, where they’re pressured to sell certain products.

You’re limited to using only one investment platform – is it right for you?

If you have multiple accounts, statements must be manually consolidated.

Costs are complicated and can have multiple variables.

But when you choose to work with a Dynasty independent advisor...

The advisory firm is truly independently owned – and designed to adapt to each client.

The advisor is your advocate and acts as a true fiduciary – your best interests are the only agenda.

Independent advisors work on a “Buy” type platform – sitting on your side of the table looking for the best-in-class investment solutions to match your investment profile.

You have access to multiple investment platforms through an open architecture, customized to your needs.

Your account statements can be aggregated using modern, efficient and systematic technology.

The fee structure is completely transparent for easy understanding.

Triangulationof Advice®

The Advantage of Choosing a Dynasty Network Advisor

Advisors in the Dynasty Network are able to deliver completely objective advice because they are independent from the firms that source any recommended investment products, and they are independent from the firm that will serve as custodian of your assets. We call this well-designed separation the Triangulation of Advice®.

Advice

Your independent registered investment advisor is free from any competing interests and their conflict-free advice ensures that your goals and interests are their sole focus.

Products & Services

Through Dynasty’s open architecture, our Network Advisors can offer you access to an expanded range of products and services, well beyond the choices typically provided by a large bank or brokerage firm. Our selections are based on quality rather than brand affiliation. Plus, as a large institutional client of Wall Street, Dynasty has the best firms competing for our business. You will benefit from top-quality offerings, institutional pricing, and cost transparency.

Custody

By working with a separate custodian, you receive an additional level of protection. Custodians are required to meet stringent regulations regarding the safety of customer assets, such as keeping accurate records of assets, maintaining securities in a controlled location and meeting net capital requirements.

AdviceProducts& ServicesCustody

Dynasty Network Map

The Dynasty Network spans coast to coast, with nearly 50 independent advisory firms who have connected to the power of our platform and community.